UFF
SUI icon

USA Financial Formulas’s Sun Communities SUI Stock Holding History

USA Financial Formulas’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,053
Closed -$758K – 302
2019
Q4 		$758K Sell
5,053
-1,259
-20% -$196K 0.31% 76
2019
Q3 		$937K Buy
6,312
+3,512
+125% +$496K 0.36% 77
2019
Q2 		$332K Buy
2,800
+588
+27% +$73K 0.17% 77
2019
Q1 		$262K Buy
+2,212
New +$246K 0.17% 78

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

USA Financial Formulas's SUI Position: Q1 2020 in Review

USA Financial Formulas sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 5,053 shares — an estimated $758K sold.

USA Financial Formulas first reported a position in SUI in Q1 2019 and held it in 4 quarters. The position peaked at $937K in Q3 2019. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • USA Financial Formulas reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • USA Financial Formulas sold 5,053 Sun Communities shares in Q1 2020, an estimated $758K.
  • USA Financial Formulas first reported a position in Sun Communities in Q1 2019 and held it in 4 quarters.
  • USA Financial Formulas's Sun Communities position peaked at $937K in Q3 2019.
  • 431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on USA Financial Formulas's 13F filing for Q1 2020, filed 13 Apr 2020.